Hello, is there a tutorial style overview of Expensify that I can provide to my client?
I have a client who wants to see an overview of Expensify, in Tutorial form. Something that will show her what she will see as an admin and what the user will see and how information flows to QuickBooks. Does anyone know of any such tutorial or video?
Answers
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@Cmurray I have a few resources that would help here!
We have a great Employee Webinar that runs through the employee's account setup and their daily actions.
We also have a great Admin Webinar that runs through a policy setup and daily admin actions.
We have written guides to help everyone on every topic also! Starting with our Training Resources is a solid first step.
As for a demo of the data flow into QuickBooks, if your client uses:
I hope this helps! Please let me know if you have more questions.
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Hey @Cmurray, thanks for reaching out!
We have a help article that your client can follow, it's called Day 1 with Expensify (Admins and Accountants). There you can find instructions on how to set-up the account.
For a deeper dive, I recommend that you check in for one of the upcoming Admin Webinars!
Admin Onboarding Webinar — to increase your knowledge of Expensify setup and administration.
Company Cards Admin Webinar — Register to learn best practices and how Expensify will help you manage company card expensesI'm not sure if your client would like to connect Expensify to QuickBooks Online or Desktop, so I will send instructions for both below:
Cheers!
